Eight million euros for Wealthpilot

Tom Schmidtgen Tom Schmidtgen | 21.01.2021

The fintech was not only able to convince its existing investors in a financing round, but also to gain a new investor in the form of Seventure.

The SaaS start-up Wealthpilot receives eight million euros. 3.4 million euros come from the new investor Seventure, the remaining money from existing investors Bayern Kapital, MIG Fonds and several business angels. "Wealthpilot's growth rates continue to be impressive," says Bayern Kapital managing director Georg Ried. "The Corona crisis has once again accelerated digitalization in the financial sector enormously."

Wealthpilot, based in Munich and Graz, offers digital wealth advice. The SaaS platform automatically aggregates, analyses and plans all its financial information at the customer's request. Assets amounting to 42 billion euros are currently processed via the platform.

The startup plans to use the new money to expand its data analytics. It also wants to list more real estate assets in the future. "In this way, wealthpilot creates the conditions for everyone to get clarity on what their financial situation looks like and how individual financial life goals can be achieved based on this," says co-CEO Stephan Schug.


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Startup 2017 München wealthpilot Asset management software for advisors, asset managers and banks.

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